SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksCree Inc.


Previous 10 Next 10 
From: Lou Weed9/6/2021 10:54:36 AM
2 Recommendations   of 10477
 
seekingalpha.com

Share RecommendKeepReplyMark as Last Read


To: EvanG who wrote (10408)9/9/2021 8:42:11 PM
From: EvanG
   of 10477
 
II-VI said in a webcast today that they are working with an outsource wafer fab partner for SiC. Thought there is just X-FAB which is small with $24.8 million in SiC revenue the last 12 months. Is someone else besides X-FAB moving into the SiC foundry business?

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: EvanG who wrote (10441)9/10/2021 7:47:26 AM
From: slacker711
1 Recommendation   of 10477
 
I think it's the first time I also have heard them mention using a foundry for their device strategy. I haven't heard of another SiC foundry and X-fab certainly doesn't believe that there is any real competition as they are projecting 90% SiC foundry share in '25.

Maybe an opportunity here if IIVI has any success with their fabless model.


Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: slacker711 who wrote (10442)9/10/2021 9:27:27 AM
From: slacker711
1 Recommendation   of 10477
 
Also, the die shrink noted by X-fab with their Gen 3 device reminds me that we are due to see Cree announce their Gen 4 devices. I believe the plan a few years ago was that they would make the transition to trench technology for this generation of devices. They are competitive with planar but my understanding is that they should see increased performance with trench but that they were working to increase the reliability.

Share RecommendKeepReplyMark as Last Read


To: slacker711 who wrote (10442)9/12/2021 7:33:31 PM
From: EvanG
   of 10477
 
Maybe an opportunity here if IIVI has any success with their fabless model.

X-FAB and from my understanding Infineon as well, use the same fab to make Si and SiC. The high volume of Si helps lower the cost for SiC by keeping the fab highly utilized. X-FAB is using a 150mm BiCMOS fab. Infineon is using a 200mm fab.

Monolith Semiconductor, owned by Littelfuse now, is an X-FAB customer and put together the presentation linked below describing the process to get a Si fab to convert to running Si and SiC.

With X-FAB using a 150mm fab, not sure it meets II-VI goals. But it should be a matter of approaching a bunch of high volume 200mm fabs and see if one is willing to making tooling changes to work SiC as well.

nist.gov

Share RecommendKeepReplyMark as Last Read


To: EvanG who wrote (10384)9/15/2021 2:05:46 PM
From: slacker711
1 Recommendation   of 10477
 
Cree says that they will be using thicker 200mm wafers as well.

unhedged.com

We
have a very strong team in place. And also, we put a very adequate capacity in place for our R&D people to do their jobs. Now 8-inch is, of course, a little more challenging in the sense that the wafers will be thicker than 6-inch wafers. So that means you have to make more crystal to get to more number of wafers out. But I would say the team has done fantastic up to this point. And the quality of the wafers that we're getting and also to following epitaxial processes, they're absolutely far with what we've seen in the 6-inch side of the business.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: slacker711 who wrote (10445)9/15/2021 2:25:18 PM
From: Lou Weed
   of 10477
 
Thx slacker - can you post the full transcript or do we need to register?

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Lou Weed who wrote (10446)9/15/2021 4:43:05 PM
From: slacker711
1 Recommendation   of 10477
 
It is well worth registering at the site. They have transcripts for almost every company presentation and conference call going back years.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: slacker711 who wrote (10447)9/15/2021 4:44:32 PM
From: slacker711
2 Recommendations   of 10477
 
Cree had a fab tour for analysts yesterday. They said today that they will schedule an investor day later in the year.


Share RecommendKeepReplyMark as Last Read


From: slacker7119/16/2021 10:34:23 AM
3 Recommendations   of 10477
 
Cree | Wolfspeed To Transfer to the New York Stock Exchange and Trade Under New Ticker Symbol "WOLF"; To Host Investor Day in NYC on Wednesday, Nov. 17
Thu, September 16, 2021, 7:00 AM·3 min read

In this article:

CREE
+1.28%

Explore the topics mentioned in this article

DURHAM, N.C., September 16, 2021--(BUSINESS WIRE)--Cree, Inc. (Nasdaq: CREE), the global leader in Silicon Carbide technology through its Wolfspeed business, today announced that it will transfer the listing of its common stock to the New York Stock Exchange ("NYSE") from The Nasdaq Global Select Market. Cree expects to commence trading as a NYSE-listed company at market open on October 4, 2021 under the new ticker symbol ‘WOLF’. The Company will continue to trade its common stock on the Nasdaq until the close of the market on October 1, 2021. As previously announced, the Company will also change its corporate name from Cree, Inc. to Wolfspeed, Inc. effective October 4, 2021.

"We are pleased to join the NYSE, one of the world’s most prestigious trading platforms, as we continue on our transformational journey as a pure play global semiconductor powerhouse leading the industry transition from silicon to Silicon Carbide," said Gregg Lowe, Chief Executive Officer at Cree | Wolfspeed. "Importantly, our company name change to Wolfspeed capitalizes on our 30-year heritage of working with Silicon Carbide and underscores our ambitious plans to compete and win in the rapidly expanding marketplace, which we believe will continue to provide long-term value for our customers and shareholders."

"We are excited to welcome Cree | Wolfspeed as it transfers its listing to the NYSE," said John Tuttle, Vice Chairman and Chief Commercial Officer, NYSE Group. "We look forward to the company joining the NYSE’s community of icons and disruptors, and to supporting their efforts to lead the worldwide transition from silicon to Silicon Carbide."

Cree will host an Investor Day the morning of Wednesday, November 17, 2021 at the New York Stock Exchange in New York City. Cree | Wolfspeed CEO Gregg Lowe, CFO Neill Reynolds, and other members of the senior management team will discuss the Company’s progress on its transformation strategy and share more detail about its long-term outlook.

In-person attendance is limited to the investment community and registration is required. Institutional investors and financial analysts interested in attending should contact Cree’s investor relations team via the following email: investorrelations@cree.com. The event will be webcast live on the Investor Relations page of the Company website. Webcast details will be available on Cree’s website at investor.cree.com/events.cfm. A replay of the webcast and related presentation materials will be available on the website following the conclusion of the event.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10